Many of our clients have requested an easier way to train their agents on the rich feature set in hyTours. While hyTours is designed to be simple to use, it has also grown to meet the needs of many Property Management companies. Thus, agents are not able to take advantage of many features that are available in hyTours.
We have listened to you and created a series of hyTours tutorials designed specifically for agents. These tutorials are available in two formats:
- Video format in playlists on YouTube: Playlist 1 for Agent Functionality and Playlist 2 for Advanced Features
- Blog post format in Hy.ly Help Center
Lesson Plan:
Here is a list of the lessons for hyTours:
- hyTours 101: Prospect Experience
- hyTours 102: Managing the Agent Calendar
- hyTours 103: Managing Amenity Reservations
- hyTours 104: Setting up Scheduler Slots
- hyTours 201: Designing the Prospect’s Scheduler
- hyTours 202: Integrating Calendars with hyTours
hyTours Topics
We cover multiple topics in this tutorial set. From the prospect experience; to scheduling a tour using the agent backend; to designing how your tour scheduler appears to your prospect; and how to integrate hyTours with external calendars.
These video tutorials are organized in an easy-to-follow format. With a numbering scheme that starts with hyTours 101, you’ll always know what order to go in when watching the tutorials.
Here is a breakdown of the topics covered in the tutorials, along with links to the videos, links to the instructional blog posts, and the exact moments in the videos where a certain sub-topic is covered.
hyTours 101: Prospect Experience
- [0:28] How a Prospect Schedules a Tour
- [0:57] How a Prospect Adds their Tour to Their Online Calendar
- [1:18] How a Prospect gets Directions to your Property
- [1:33] The Automated Email a Prospect Receives
- [1:57] How a Prospect Reschedules a Tour
- [2:32] How a Prospect Cancels a Tour
For a text and screenshot version of this tutorial, you can go to: https://support.hyly.ai/portal/kb/articles/how-to-customize-prospect-entry-fields
hyTours 102: Managing the Agent Calendar
- [0:29] How to View Appointments
- [1:48] How to Manage Appointments
- [2:15] How to Manually Schedule Appointments
- [4:37] How to Close Tours
- [5:17] How to Schedule Agent Events
- [6:09] How to Schedule Staff Meetings
- [6:49] How to Manage Calendars through Settings
For a text and screenshot version of this tutorial, you can go to: https://support.hyly.ai/portal/kb/articles/how-to-customize-prospect-entry-fields/
hyTours 103: Managing Amenity Reservations
For a text and screenshot version of this tutorial, you can go to: https://support.hyly.ai/portal/kb/articles/how-to-customize-prospect-entry-fields/
hyTours 104: Setting up Scheduler Slots
- [0:26] First Time Appointments Setup
- [2:25] How to Setup Recurring Scheduler Slots
- [4:01] How to Setup Holidays and Exceptions
For a text and screenshot version of this tutorial, you can go to: https://hyly.ai/helpcenter/posts/hytours-104-setting-up-scheduler-slots/
hyTours 201: Designing the Prospect’s Scheduler
For a text and screenshot version of this tutorial, you can go to: https://support.hyly.ai/portal/kb/articles/how-to-customize-prospect-entry-fields/
hyTours 202: Integrating Calendars with hyTours
- [0:17] How to Integrate your Google Calendar
- [1:18] How to Integrate your Outlook Calendar
- [1:48] How to Manage your Integrations
For a text and screenshot version of this tutorial, you can go to: https://support.hyly.ai/portal/kb/articles/how-to-customize-prospect-entry-fields
Need support?
As always, we are available to assist you through email or over the phone, but these video and blog tutorials should serve you well as they are easily accessible and thorough enough to answer almost any question you may have.
All videos can be found in playlists for basic functionality and advanced features.